See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,595 | $183,519-51.7% | $155,509-43.0% | $145,922-39.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 25.60% | 61.17%-35.6pp | 64.67%-39.1pp | 561.29%-535.7pp |
| Employer contribution / active EE | $5,184 | $5,313-2.4% | $4,672+11.0% | $4,660+11.3% |
| Participant deferral / active EE | $9,188 | $6,462+42.2% | $5,626+63.3% | $6,688+37.4% |
| Admin fee / account holder | $182 | $19,313-99.1% | $15,912-98.9% | $13,397-98.6% |